FRONTIER CAPITAL MANAGEMENT CO LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 106274
- Registered since
- January 14, 1981
- Website
- www.frontiercap.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- State / Municipal Government40.98%
- Investment Companies25.77%
- Pension & Profit Sharing Plans17.14%
- Pooled Investment Vehicles7.36%
- Corporations / Businesses5.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Frontier Capital Management Co LLC is an SEC-registered investment adviser organized as an LLC and operating since 1981. The firm serves primarily institutional clients and provides portfolio management across individuals/small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Its fee mix includes both AUM-based fees and performance-based fees. Frontier identifies as an active ESG investor and also participates as a broker-dealer and as a sponsor/GP or managing member of pooled investment vehicles, indicating it both advises external capital and operates internally managed pooled structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2ROBERT PHAY
Chief Compliance Officer & General CounselCRD 5023604
SARAH JANKOWSKI
COO & Managing PartnerCRD 4268430
Contacts
1 of 1JILLIAN BERGGREN
ControllerCRD 7089592
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 99 Summer St
- Time zone
- ET (UTC-5)
- Office locations
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